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Estate Tax Exemption – Use it Now!

Federal tax law levies a tax on the value of assets you own at death.  The estate tax is levied at a 40% rate and can severely impact the transfer of wealth to future generations.  Many business owners are simply unaware that the value of their business exposes them to the tax and that may […]

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Wealth Watch

Volatility Ahead – Navigating Election Ups and Downs

The headlines keep rolling, both good and bad, at a seemingly alarming pace.  However, that’s a reflection of what 2020 has become known for.  Now, we sit just four weeks away from the elections.  What’s in store for the investment world? The short answer: More of the same.  And by the same, we mean volatility.  […]

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Top 4 Biden Tax Changes That May Affect You

Presidential Democratic nominee, Joe Biden, recently released more information on his proposed tax agenda. While there are a number of tax changes that Joe Biden has mentioned, we will focus on four potential changes that would impact individual taxpayers. Of course, these changes are contingent on Vice President Biden winning the election and also being […]

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Wealth Watch

Investing in a Zero Rate Environment

In March, as the country shut down in the face of a global pandemic, the U.S. Federal Reserve dropped the Federal Funds Rate to zero in an attempt to stem the tide of economic damage the pandemic was wreaking. On September 16th, Fed Chairman Powell indicated the Federal Reserve was prepared to keep rates at […]

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Working Wealthy – The Estate Planning Cliché

Those that know me well know I love a good cliché. In fact, I usually wear them out to the point that I can feel my wife’s eyes roll when I’ve used a phrase one too many times. And so, I’m evolving. I realize that while clichés are an easy way to explain an idea, […]

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Wealth Watch

A Tale of Two Markets

What is the market? In the investment world and in the popular financial press, the term “market” is used fluidly. How often do we hear, “The market was up today,” or “Why was the market down today?” Is the market the Dow? The S&P 500? The Nasdaq? Or is it some even broader entity that […]

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5 Steps to Fraud Prevention in an Increasingly Virtual World

Over the last 6 months, working from home, online shopping, and the necessity of virtual communication has expanded rapidly in the COVID environment. With that expansion has come an increased opportunity for cybercriminals to take advantage of a virtual world. The FBI cyber division has received between 3,000 and 4,000 cybersecurity complaints each day – […]

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Stock Options and Restricted Stock – What You Need to Know About Taxes

Executive compensation plans, including stock-based compensation, are a great way for companies to attract and retain top talent. Understanding the tax implications, however, can be a daunting task. Many variables come into play, including plan type, qualified or non-qualified status, holding periods, etc. and for busy professionals, just finding time to focus on this can […]

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Wealth Watch

Election 2020 and the Markets – What’s to Come?

The US Presidential election is heating up. The big question on investor’s minds is, what can we expect? The markets dislike uncertainty. Add a pandemic and recession on top of it, and it brings everything to a whole new level. What does this mean for the markets and your portfolio? Using history as a guide, […]

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Don’t Send Your Child off to College Without This

As high school students finish their senior year of high school and head off to college, their summers are typically filled with graduation parties and goodbyes as they prepare for college. Students schedule their classes and make trips to Target to get ready for the school year, but one important detail is rarely discussed. Most […]

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Wealth Watch

The Dog Days of Summer

In ancient times, the “dog days” coincided with the heliacal (at sunrise) rising of Sirius (the dog star), and were believed to be times of drought, bad luck, and unrest, when people and dogs alike were driven mad by the extreme heat. Nowadays, the “dog days of summer,” typically refers to the period of particularly […]

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3 Important Updates to the 2020 Required Minimum Distribution Waiver

On June 23rd, the IRS issued additional guidance regarding 2020 required minimum distributions (RMDs).  As you may remember, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) waived many required minimum distributions for 2020.  However, there were still a few taxpayers that may not have been afforded relief under the CARES Act – that […]

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